Roth Financial Group, Merritt Island, Florida

Newsletters

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.